TDITX Mutual Fund
TDITX Mutual Fund
NAV$8.35
AUM$17,573.71
TER1.20%
Holdings20
TDITX Mutual Fund
NAV$8.35
Transamerica ClearTrack 2025 Fund Class R1
AUM$17,573.71
TER1.20%
Holdings20
TDITX Mutual Fund Overlap Analysis
TDITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TDITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, TDITX may share significant positions with broad-market funds.
TDITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TDITX tax-loss harvesting finds highly correlated but non-identical funds.